Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
2 LPL-Affiliated RIAs Strike Big-Dollar Deals
By Janet LevauxOne firm making an acquisition, Wealth Enhancement Group, is majority owned by Lightyear Capital. The acquired groups have a combined $1.5 billion in client assets.
February 24, 2016
Where are the women in finance?Why are there so few women in senior positions in finance?
February 24, 2016
Where are the women in finance?Why are there so few women in senior positions in finance?
February 23, 2016
Tech millionaires keep China's wealth machine humming for banksThe expanding group of high-net-worth individuals in China presents an opportunity and a challenge for global banks.
February 23, 2016
Tech millionaires keep China's wealth machine humming for banksThe expanding group of high-net-worth individuals in China presents an opportunity and a challenge for global banks.
February 16, 2016
4 Steps to Better Engagement With Female InvestorsGender stereotypes and fundamental service misalignments continue to stand in the way of the industrys efforts to meet the needs of female investors.
February 04, 2016
Valeant slammed, Shkreli calls Congress ‘imbeciles’ in tweetOne lawmaker accused Shkreli of not taking the hearing seriously.
February 01, 2016
What Advisors Can Learn From ‘Conan the Contrarian’Let's examine some common assumptions fee compression, robo competition, the coming wealth transfer in light of the facts.